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William Hilton Burke

BURKE-LESLIE PROFESSIONAL ASSET MANAGEMENT, LLC·LAKE MARY, Florida
Series 8Series 7Series 63Series 65SIELicensed in 12 states
Unclaimed Profile
801 INTERNATIONAL PARKWAY, LAKE MARY, FL 32746CRD# 2527342Firm CRD# 151136
01

About

William Hilton Burke is a registered financial advisor based in LAKE MARY, Florida, affiliated with BURKE-LESLIE PROFESSIONAL ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
BURKE-LESLIE PROFESSIONAL ASSET MANAGEMENT, LLC
BURKE-LESLIE PROFESSIONAL ASSET MANAGEMENT, LLC
AUM
$7M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at BURKE-LESLIE PROFESSIONAL ASSET MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2527342
Firm CRD# 151136
151 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does William Hilton Burke offer?
William Hilton Burke specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in LAKE MARY, Florida for a consultation.
What are William Hilton Burke's credentials?
William Hilton Burke is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Hilton Burke located?
William Hilton Burke is based in LAKE MARY, Florida, working with BURKE-LESLIE PROFESSIONAL ASSET MANAGEMENT, LLC. Their office serves clients in the LAKE MARY metropolitan area and surrounding communities.
How does William Hilton Burke charge for services?
William Hilton Burke's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BURKE-LESLIE PROFESSIONAL ASSET MANAGEMENT, LLC?
BURKE-LESLIE PROFESSIONAL ASSET MANAGEMENT, LLC has approximately 1 employees and manages $7M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in LAKE MARY
Barry Nelson Roderick — COLLABORATIVE WEALTH MANAGEMENT, INC.Gigi Klara Szekely — NEWPORT GROUP SECURITIES, INC.Alexa Danielle Gellinger — NEWPORT GROUP SECURITIES, INC.Matthew Edwin Meyer — NEWPORT GROUP CONSULTING, LLCChad Richmond Justice — COLLABORATIVE WEALTH MANAGEMENT, INC.
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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